High-Level Grants & Sponsorships Workshop Presented by: Al - - PowerPoint PPT Presentation

High-Level Grants & Sponsorships Workshop

Presented by: Al Voss Mended Hearts Assistant Regional Director – Southern Region

National Education & Training Conference

AL VOSS

MH Assistant Regional Director, Southern Region Certified Patient Advocate President, MH Southwest Georgia Chapter #165 Albany, Georgia Member, Mended Little Hearts

BEFORE WE START:

REQUESTS BACKGROUND

REQUESTS

Turn Cell Phones to Vibrate or Off Hold Questions to the End

BACKGROUND

TODAY’S WORKSHOP:

HIGH-LEVEL GRANTS & SPONSORSHIPS

YOU CAN SEEK FUNDS FOR:

• Your chapter
• Bravery Bags and items given to families
• Mended Little HeartGuide & Lite for cardiology
• ffices and hospitals
• Educational programs for families
• Volunteer training
• Events

AGENDA:

• DEFINITIONS
• GRANT REQUEST AND PROCESS
• SPONSORSHIPS
• IDENTIFIED FOUNDATIONS IN STATES

WHERE YOU LIVE

• BEST SOURCE OF FOUNDATION

INFORMATION

DEFINITIONS

Foundation Grant Sponsorship Corporate-Giving Program Grassroots Fundraising Endowment (Asset)

DEFINITIONS

Foundation:

Type of charitable organization Set-up within IRS tax codes

DEFINITIONS

Foundation:

Two main types: Private Foundation – funded by individuals, family, or corporation Public Foundation – funded by nonprofit (also called a Community Foundation)

DEFINITIONS

Foundation:

Difference between Private and Public Foundations:

1) Funding sources 2) Private must pay out 5% a year 3) Public must collect 10% from public sources 4) Private has more legal restrictions and fewer tax benefits than Public

DEFINITIONS

Foundation: charitable organization Grant

DEFINITIONS

Grant:

Gift of funds May or may not be restricted

DEFINITIONS

Foundation: charitable organization Grant: gift of funds Sponsorship

DEFINITIONS

Sponsorship:

Funds provided for advertising opportunity Called “brand marketing” Restricted

DEFINITIONS

Foundation: charitable organization Grant: gift of funds Sponsorship: brand marketing Corporate-Giving Program

DEFINITIONS

Corporate-Giving Program:

A grantmaking program established and administered within a profit-making company Not a foundation Formal procedures and awards

DEFINITIONS

Foundation: charitable organization Grant: gift of funds Sponsorship: brand marketing Corporate-Giving Program: formal company funding program Grassroots Fundraising

DEFINITIONS

Grassroots Fundraising:

An individual’s effort to raise money from

• ther individuals or groups within a local

community “Door-to-door”

DEFINITIONS

Foundation: charitable organization Grant: gift of funds Sponsorship: brand marketing Corporate-Giving Program: formal company funding program Grassroots Fundraising: “door-to- door” fundraising Endowment (Asset)

DEFINITIONS

Endowment (Asset):

Funds permanently invested to provide income for continual support and grants “Money in the bank”

DEFINITIONS

Foundation: charitable organization Grant: gift of funds Sponsorship: brand marketing Corporate-Giving Program: formal company funding program Grassroots Fundraising: “door-to- door” fundraising Endowment (Asset): invested money

Looking at Endowments (Assets) at the Top 20,000 U.S. Foundations

Northeast 6300+ $424+ billion Midwest 4300+ $289+ billion South 5400+ $352+ billion West 3800+ $414+ billion

Looking at Endowments (Assets) at the Top 20,000 U.S. Foundations

Northeast 6300+ $424+ billion Midwest 4300+ $289+ billion South 5400+ $352+ billion West 3800+ $414+ billion Average giving each year 10% of assets

Looking at Endowments (Assets) at the Top 20,000 U.S. Foundations

Northeast 6300+ $424+ billion Midwest 4300+ $289+ billion South 5400+ $352+ billion West 3800+ $414+ billion Average giving each year 5+% of assets Over $80 billion funding given each year

Foundation Facts

89,000+ foundations in U.S. Gave $100+ billion last year 90% of U.S. Foundations don't have websites New York most foundations and most giving Alaska fewest foundations and least giving

QUESTIONS: foundations, grants,

• r endowments?

GRANT REQUEST AND PROCESS

Pre-Award Period Award Period Post-Award Period

• 1. BE PREPARED

Process Not Quick Lots of Hurdles Takes Time Takes Effort

Pre-Award Period

• 1a. BE REALLY PREPARED

Expect more time and effort Expect setbacks

Pre-Award Period

• 2. IDENTIFY NEED FOR FUNDING

How is grant to be used?

Pre-Award Period

• 3. IDENTIFY FUNDING SOURCES

Research foundations Determine eligibility Identify lifecycle

Pre-Award Period

• 4. CHOOSE THE FOUNDATION

Will foundation provide what you need? Verify their criteria

Pre-Award Period

• 5. OBTAIN AN APPLICATION

Note the filing deadline Note how many copies to submit

Pre-Award Period

• 6. GATHER REQUIRED PAPERWORK

Will require several documents Remember the filing deadline

Pre-Award Period

• 6a. MLH & MH Documents

• 6b. MLH & MH Documents

Important Facts for Grants

MLH is the nation’s largest peer- support program for children with congenital heart defects and their families. MLH connects families in person and

• nline with its 8,000 members and

90,000 local and national social media followers. MLH provides over 5,000 Bravery Bags to families in the hospital each year.

Mended Little Hearts plays a significant role in the lives of families with children diagnosed with congenital heart defects by providing hope and support at a time when the family is often scared, confused and feeling alone. Mended Little Hearts can impact more families and improve the care and quality of life for many more children and families living with CHD. Mended Little Hearts works in partnership with children’s hospitals and medical professionals. With a goal of healthier communities, Mended Little Hearts strives to improve the lives of children who have heart defects and the quality of life for the whole family.

Important Facts for Grants

• 7. COMPLETE & SUBMIT APPLICATION

Remember the filing deadline Submit two weeks early

Pre-Award Period

• 1. SIT BACK & WAIT

Foundation will review Foundation may ask questions Award date will be noted in the application

Award Period

• 1. IMPLEMENT

Fulfill the foundation’s grant requirements Time and effort was worth it

Post-Award Period

• 2. ISSUE REPORTS

Fulfill the foundation’s reporting requirements Make sure reports are on time

Post-Award Period

• 3. COMPLETE CLOSE-OUT

Fulfill the foundation’s close-out requirements

Post-Award Period

Pre-Award Period

• 1. BE PREPARED
• 2. IDENTIFY NEED FOR FUNDING
• 3. IDENTIFY FUNDING SOURCES
• 4. CHOOSE THE FOUNDATION
• 5. OBTAIN AN APPLICATION
• 6. GATHER REQUIRED PAPERWORK
• 7. COMPLETE & SUBMIT APPLICATION

Award Period

• 1. IMPLEMENT
• 2. ISSUE REPORTS

Post-Award Period

• 1. SIT BACK AND WAIT
• 3. COMPLETE CLOSE-OUT

IF YOUR EFFORT FAILS, ASK WHY AND LEARN FROM THE EXPERIENCE

QUESTIONS: grant request & process?

SPONSORSHIPS

A form of advertising in which companies pay to be associated with your event. Different approach to large vs. small companies

SPONSORSHIPS

Large company: Will have separate, staffed department inside company May use Public Relations or Marketing department Corporate-Giving may be involved

SPONSORSHIPS

Small company: Will not have separate department inside company Owner or manager will make decision Funding level will be lower than large company

SPONSORSHIPS

Overall: Be clear about your event or message Present a good document Promise deliverables Do what you promise Follow-up

IDENTIFIED FOUNDATIONS IN STATES WHERE YOU LIVE

All listed promote health, human services and education * Indicates some emphasis on health and/or diseases of children

Alabama

Alabama Power Foundation Birmingham Alisha Summerville (205) 257-2508 www.powerofgood.com Joseph Bruno Charitable Foundation * Birmingham Jera Stribling (205) 879-0799

Alabama

Alfa Foundation Montgomery David Proctor (334) 613-4498 Regions Financial Foundation * Mobile Al, FL, GA, TN

Delta Dental Charitable Trust Glendale Dawn Lorenzo (602) 588-3922 www.deltadentalaz.com/foundation/index.asp Emerald Foundation * Phoenix (602) 477-2500

Arizona

Globe Foundation * Scottsdale Zuckerman Family Foundation * Tucson Amy Zuckerman (502) 749-9655

Arizona

Delta Dental Charitable Trust Sherwood Kelly Caldwell (501) 992-1698 www.deltadentalaz.com/foundation/index.asp Charles Frueauff Foundation * Little Rock Alma Willett (501) 324-2233

Arkansas

Schmieding Foundation * Springdale Gilda Underwood Wal-Mart Foundation * Bentonville Julie Gehrki (800) 530-9925 http://foundation.walmart.com

Arkansas

Blue Shield of California Foundation * San Francisco Gwyneth Tripp www.blueshieldfoundation.org Douglas Foundation * Beverly Hills (310) 274-5294

California

Josephine and Herbert Giels Foundation * Irvine Goldsmith Family Foundation * Beverly Hills Bram Goldsmith

California

Chase Family Foundation * Hartford John Redding (203) 549-1674 GE Foundation * Fairfield Robert Corcoran (203) 373-3216 www.gefoundation.com

Connecticut

Hollander Foundation * Stamford Dee Perrone (203) 359-7635 SBM Charitable Foundation * Manchester Doreen Downham (860) 533-0355 www.sbmfoundation.org

Connecticut

AstraZeneca HealthCare Foundation * Wilmington (302) 886-3000 Marmot Foundation * Wilmington Willis duPont

Delaware

Crystal Trust * Montchanin Patricia Anderson (302) 651-0533 Leslie Fund * Wilmington

Delaware

Meyer Foundation Washington (202) 483-8294 www.meyerfoundation.org Vradenburg Foundation * Washington

District of Columbia

Rales Foundation * Washington DC, FL Zients Family Foundation * Washington

District of Columbia

Glazer Family Foundation * Tampa (813) 870-2700 www.glazerfamilyfoundation.org Chatios Foundation * Longwood William Chatios (407) 862-5077 www.chatios.org

Florida

Cobb Family Foundation * Coral Gables (3050 441-1700 GiveWell Community Foundation Lakeland Terry Simmers (863) 683-3131 www.givecf.org

Florida

Georgia Power Foundation Atlanta Susan Carter (404) 506-6784 Joseph Whitehead Foundation Atlanta Russell Hardin (404) 522-6755 www.jbwhitehead.org

Georgia

Cousins Foundation * Atlanta McKenna Long & Aldridge Foundation Atlanta www.Mckennalong.com/about-foundation.html

Georgia

McDonald’s Foundation McDonald’s Charitable Trust McDonald’s Corporate Giving Ronald McDonald House Charities * Oak Brook FDC Foundation Countryside John Doyle (847) 235-2170

Illinois

Grant Healthcare Foundation * Lake Forest Kate Grubbs (847) 735-1590 www.granthealthcare.org Katten Muchin Rosenman Foundation * Chicago www.kattenlaw.com/hatten-cares

Illinois

Eli Lilly and Company Foundation * Lilly Cares Foundation Lilly Endowment Ruth Lilly Philanthropic Foundation Indianapolis Robert Smith (317) 276-2000 www.lillyfoundation.org

Indiana

Olive B. Cole Foundation * Fort Wayne Maclyn Parker Hux Family Charitable Trust Riley Cynthia Martin (812) 894-2096

Indiana

Allegis Group Foundation * Hanover Hilary Murray (410) 579-3509 Kenneth S. Battye Charitable Trust Riderwood ksbattyecharitabletrust@yahoo.com

Maryland

Carol M. Jacobsohn Foundation Annapolis Henry Libby (410) 990-9660 Jerome & Grace Murray Foundation Owings Kim Harrison (410) 257-5344 www.jgmurrayfoundation.org

Maryland

Blue Cross & Blue Shield of Minnesota Foundation Eagan Carolyn Link (651) 662-3950 www.bcbsmnfoundation.org George Family Foundation * Minneapolis Robin Barker. (612) 377-3356 www.georgefamilyfoundation.org

Minnesota

Hardenbergh Foundation * North Oaks Jeff Peterson (651) 653-4956 www.hardenberghfdn.org Land O’Lakes Foundation Saint Paul Lydia Botham. (651) 375-2470 www.foundation.landolakes.com

Minnesota

Bristol-Myers Squibb Foundation * New York City John Damonti (212) 546-4000 www.bms.com/foundation JE & ZB Butler Foundation * New York City Patricia Goldman www.butlerfoundation.org

New York

Rosamond Gifford Charitable Corporation * Syracuse Kathy Goldfarb-Findling (315) 474-2489 www.giffordfoundation.org Heckscher Foundation for Children * New York City Heather Sutton (212) 744-0190 www.heckscherfoundation.org

New York

Belford Family Charitable Fund * Columbus OH, CT, FL Conrad & Caroline Jobst Foundation * Toledo Alyce Juby (419) 259-6197

Ohio

Robert Rogan Burchenal Foundation * Cincinnati c/o Fifth Third Bank @ Fountain Square (800) 336-6782 Farmer Family Foundation * Mason

Ohio

Bezalel Foundation * Tulsa Alana Hughes Herman G. Kaiser Foundation Tulsa Sheryl Green

Oklahoma

Presbyterian Health Foundation Oklahoma City

• T. Gray. (405) 319-8150

www.phfokc.com C.W. Titus Foundation * Tulsa Timothy Reynolds (918) 582-8095

Oklahoma

Cardiovascular Medical Research and Education Fund * Philadelphia Patricia Wolfe (215) 413-2414 www.ipahresearch.org Farber Family Foundation Philadelphia

Pennsylvania

Dolfinger 2 Trust * Philadelphia c/o Duane Morris, LLP David Loder (215) 979-1834 R.K. Mellon Family Trust Richard King Mellon Foundation Pittsburgh Scott Izzo (724) 238-5269

Pennsylvania

Tennessee

Clayton Family Foundation * Knoxville www.clayton.org Regal Foundation Knoxville www.regalmovies.com/about-regal/Community

• Affairs

Tennessee

Speer Charitable Trust Memphis Community Foundation of Middle Tennessee Nashville Ellen Lehman (615) 321-4939 www.cfmt.org

Texas

Amarillo Area Foundation Amarillo Kathie Grant (806) 376-4521 Baker Hughes Foundation Houston Rosa Boling (713) 439-8662

Texas

Cullen Foundation Houston Alan Stewart (713) 651-8837 M.R. & Evelyn Hudson Foundation Keller Jesse Larson www.hudsonfoundation.org

Virginia

Franklin Southhampton Charities Franklin Elliott Cobb Funger Foundation McLean

Wisconsin

John & Ingrid Meng, Inc. De Pere Joseph & Vera Zilber Family Foundation Milwaukee www.zilberfamilyfoundation.org

Wisconsin

Reiman Foundation * Milwaukee Michael Hipp (414) 456-0600 www.reimanfoundation.org

BEST SOURCE OF FOUNDATION INFORMATION

The Foundation Directory provides information on the finances, and giving interests of the nation’s 20,000 largest grant making foundation. The Foundation Directory is based either on reports received directly from the foundations or

• n the most current public records available.

Available in libraries Approx $130, or $199/month online subscription https://foundationcenter.org

QUESTIONS?

National Education & Training Conference